Matrix Capital Management Company, Lp is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $7,609,566,214 of assets under management and employs about 30 people. Matrix Capital Management Company, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Integrated Wealth Concepts LLC is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $7,465,967,800 of assets under management and employs about 178 people. Integrated Wealth Concepts LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Ballentine Partners is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $7,046,095,527 of assets under management and employs about 89 people. Ballentine Partners uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and project fees.

Polen Capital Credit, LLC is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $6,868,442,356 of assets under management and employs about 43 people. Polen Capital Credit, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and performance based allocations to an affiliated entity.

Old Ironsides Energy, LLC is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $1,974,966,448 of assets under management and employs about 19 people. Old Ironsides Energy, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Agilis Partners LLC, also known as Public Equity Partners, is an investment advisory firm based in Framingham, Massachusetts, established in 2000. The firm specializes in providing investment advisory services to institutional investors, such as pension plans and insurance companies, offering both discretionary and non-discretionary management services. Agilis employs a variety of investment strategies, utilizing quantitative and qualitative analysis methods, including economic fundamental and technical analysis. The firm's investment philosophy focuses on constructing portfolios tailored to meet client objectives, with assets allocated actively across diversified asset classes and managers. Agilis charges negotiable fees based on a percentage of assets under management, typically ranging from 0.10% to 0.5% per annum. The firm does not participate in wrap fee programs and does not deduct fees directly from client accounts. Clients are responsible for additional fees such as brokerage commissions and mutual fund loads. Agilis does not charge performance-based fees but reserves the right to negotiate such fees with qualified clients. The firm primarily advises institutional clients with at least $5 million in investable assets and maintains discretionary authority over client accounts, subject to specified investment objectives and guidelines. Agilis Partners LLC upholds a Code of Ethics to ensure the highest standards of conduct, including restrictions on personal trading activities and reporting requirements for employees. The firm does not have custody of client assets, except for certain derivative transactions, and engages in periodic reviews of client accounts to monitor performance and adherence to investment objectives. Agilis also provides proxy voting services in the best interest of clients and has established a Business Continuity Plan to ensure the resumption of operations in case of a major disruption.

O’Brien Wealth Partners LLC, established in 1986 and based in Boston, MA, is a fee-only registered investment adviser specializing in investment strategy development, management, pension consulting, and financial planning for individuals, businesses, and nonprofits. Led by CEO and CIO Jill A. Fopiano, the firm primarily invests in mutual funds and exchange-traded funds, focusing on equity and fixed income exposure. They tailor services to clients' needs, considering goals, risk tolerance, and time horizon. O’Brien Wealth Partners manages assets totaling $833,898,354 as of 12/31/2022, with a tiered fee structure starting at 1% for amounts up to $1 million and decreasing for higher amounts. Clients' assets are managed on a discretionary basis, giving the firm authority to make investment decisions without client notification. The firm's investment philosophy emphasizes capital preservation, attractive returns, and individualized strategies based on client objectives. O’Brien Wealth Partners conducts due diligence on third-party managers and may sub-advise or recommend direct investment with them. The firm's investment strategy focuses on asset allocation, diversification, and risk management to help clients achieve their financial goals. Clients are provided with quarterly portfolio reports and have the option to review and discuss their accounts regularly. O’Brien Wealth Partners follows a Proxy Voting Policy and maintains a Code of Ethics to ensure client interests are prioritized.

Windrose Advisors, LLC, established in 2009, is a registered investment adviser specializing in providing sophisticated financial advice to high net-worth individuals, families, charitable foundations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary services, focusing on developing close relationships with clients and tailoring investment strategies to meet long-term objectives. Windrose employs a proprietary investment platform across asset classes, utilizing active and passive investing styles as needed. They also offer financial planning services, integrating strategies such as charitable giving, generational wealth transfer, and retirement planning. Windrose acts as a fiduciary, obligated to act in clients' best interests and disclose any conflicts of interest. The firm's fee structure includes an annual advisory fee of up to 1.00%, with additional fees for reporting and data aggregation. Windrose does not participate in a Wrap Fee Program and allows clients to impose restrictions on their investments. The firm manages over $3.9 billion in client assets, with a focus on risk management, diversification, and thorough due diligence on investment managers. Clients receive regular performance reports and have access to detailed investment information. Windrose does not vote on client securities proxies and does not require prepayment of fees exceeding $1,200 or more than six months in advance. Clients are encouraged to review custodial statements and communicate regularly with Windrose's team of professionals for ongoing support and education.

Sensible Financial Planning & Management, LLC, established in 2005, is a registered investment adviser offering personalized portfolio management services. The firm manages assets totaling $868,696,916 on a discretionary basis across 1,653 accounts and $16,740,386 on a nondiscretionary basis across 26 accounts. Services include investment supervision and fee-only financial planning covering retirement, insurance, college savings, cash flow, debt management, employee benefits, and estate planning. Financial plans are tailored to individual client needs and goals. The firm charges flat fees ranging from $5,000 to $15,000 for financial planning and asset-based fees for portfolio management, varying from 0.16% to 1.40% annually. Sensible Financial does not engage in performance-based fees, has a minimum account size requirement of $500,000, and does not participate in wrap fee programs. Clients have the option to impose restrictions on their accounts, and the firm exercises limited investment discretion with client authorization. Sensible Financial does not vote client securities proxies and maintains no financial commitments that could impact client obligations.